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ericlchua
Level 1

How do you keep the original transaction details into the quickbooks transaction?

my imported transactions are showing differently from their sources.. for example, I have a transaction going to a person, but it's showing up as a different name..

1 Comment 1
AljhonC
QuickBooks Team

How do you keep the original transaction details into the quickbooks transaction?

You'll want to ensure that your transaction details from your bank statement are correct, ericlchua.

 

Before we proceed, could you confirm whether your transactions were imported directly from your bank or manually uploaded using a CSV file?

 

When transactions are imported from your bank into QuickBooks Online (QBO), they appear exactly as provided by your bank. Please note that we don't have the ability to modify or access any additional details beyond what is transmitted.

 

If you notice any discrepancies or inconsistencies in the transaction details, I recommend contacting your bank directly for assistance in resolving these issues.

 

For manually imported CSV transactions, review and update descriptions before uploading, as QuickBooks uses the description field exactly as provided.

 

Kindly reply to this thread if you're referring to something else or if there's anything else I can help you with. I'll respond to you promptly for the necessary information.

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